See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,393 |
Service code 13 · EIN 41-2064284 1075 WASHINGTON STREET · EUGENE, OR 97401 | Contract Administrator | $685 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 26 · EIN 93-0849180 ATTN COMISSIONS DEPT. · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,815 | $56,629-52.6% | $77,999-65.6% | $55,167-51.4% |
| Participation rate | 34.6% | 73.3%-38.7pp | 75.5%-40.9pp | 69.0%-34.4pp |
| Annual return | 7.87% | 2866.98%-2859.1pp | 425.96%-418.1pp | 169.23%-161.4pp |
| Employer contribution / active EE | $85 | $1,723-95.1% | $2,470-96.6% | $1,963-95.7% |
| Participant deferral / active EE | $614 | $2,777-77.9% | $3,497-82.4% | $3,054-79.9% |
| Admin fee / account holder | $425 | $467-8.9% | $5,480-92.2% | $504-15.7% |